Retirement Guys Formula’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Retirement Guys Formula’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$225K	Sell	2,887 -617	-18%	-$48.6K	0.1%	131
2025 Q4	$275K	Sell	3,504 -47	-1%	-$3.71K	0.13%	118
2025 Q3	$279K	Buy	3,551 +418	+13%	+$32.9K	0.1%	133
2025 Q2	$245K	Sell	3,133 -21	-0.7%	-$1.64K	0.09%	124
2025 Q1	$246K	Buy	+3,154	New	+$245K	0.12%	116
2023 Q4	–	Sell	-2,708	Closed	-$204K	–	129
2023 Q3	$204K	Buy	+2,708	New	+$204K	0.14%	117
2023 Q2	–	Sell	-4,583	Closed	-$351K	–	123
2023 Q1	$351K	Sell	4,583 -846	-16%	-$64.1K	0.25%	107
2022 Q4	$409K	Sell	5,429 -171	-3%	-$12.8K	0.34%	99
2022 Q3	$419K	Sell	5,600 -474	-8%	-$36.2K	0.44%	58
2022 Q2	$466K	Buy	6,074 +2,004	+49%	+$154K	0.48%	54
2022 Q1	$317K	Buy	+4,070	New	+$323K	0.21%	85

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Guys Formula's BSV Position: Q1 2026 in Review

Retirement Guys Formula reduced its Vanguard Short-Term Bond ETF (BSV) stake by 18% in Q1 2026, selling an estimated $48.6K and leaving 2,887 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #131.

Retirement Guys Formula first reported a position in BSV in Q1 2022 and has held it in 11 quarters since. The position peaked at $466K in Q2 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Retirement Guys Formula held 2,887 shares of Vanguard Short-Term Bond ETF worth $225K as of Q1 2026.
Retirement Guys Formula sold 617 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $48.6K.
Vanguard Short-Term Bond ETF made up 0.1% of Retirement Guys Formula's portfolio in Q1 2026, its #131 holding.
Retirement Guys Formula first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 11 quarters since.
Retirement Guys Formula's Vanguard Short-Term Bond ETF position peaked at $466K in Q2 2022.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.